CFAM
Coury Firm Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $365K | Sell |
2,517
-104
| -4% | -$15.1K | 0.58% | 22 |
|
|
2023
Q2 | $381K | Buy |
2,621
+7
| +0.3% | +$1.02K | 0.55% | 28 |
|
|
2023
Q1 | $341K | Buy |
2,614
+920
| +54% | +$120K | 0.48% | 36 |
|
|
2022
Q4 | $227K | Buy |
+1,694
| New | +$227K | 0.34% | 42 |
|
|
2022
Q2 | – | Sell |
-1,755
| Closed | -$239K | – | 55 |
|
|
2022
Q1 | $239K | Buy |
1,755
+39
| +2% | +$5.31K | 0.21% | 52 |
|
|
2021
Q4 | $272K | Buy |
+1,716
| New | +$272K | 0.21% | 50 |
|